Explore every episode of the podcast Wall Street Wildlife Investing Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| E61: Is this the End of the Magnificent Seven? + Two Quantum Computing Stocks! $RGTI $QUBT | 07 Jan 2025 | 01:17:26 | |
Happy New Year! We kick off 2025 with bold predictions and a touch of drama. After reflecting on our 2024 forecasting showdown (spoiler: eggnog-fueled chaos), we dive into the biggest investing and stock market trends and opportunities for 2025! We also open the box on quantum computing and analyse two hot names in this sector, Rigetti Computing $RGTI and Quantum Computing Inc $QUBT! 💹 S&P 500 in 2025 – Bullish, bearish, or just plain sideways? 📈 Small-Cap Comeback – Are the underdogs finally ready to shine, and is this the end of the Magnificent 7? 🖥 Quantum Computing’s Breakthrough – Will Google’s advances redefine the future of tech? $GOOGL 💡 AI in Action – Which company will dominate practical applications of AI? $AAPL 🪙 Crypto Showdown – Bitcoin vs. Chainlink: Which one will soar higher? $BTC $LINK 🚗 Tesla RoboTaxis – Can Austin lead the driverless revolution in 2025? $TSLA $WAYMO 🌎 Global Recession? – Will 2025 bring a soft landing or economic turbulence? 🚀 Space Innovation – Which company will lead the charge into the stars? $ASTS $RKLB $SPACEX 💼 Biggest Tech M&A – Could Apple, Tesla, or another giant make a game-changing acquisition? Stick around for a surprise discussion about investing resolutions, portfolio decluttering, and why balancing fun with financial wisdom is the ultimate strategy for 2025! 📌 Don’t miss this episode packed with insights, humor, and hot takes that could reshape your investing portfolio! Sources: Link to Wait But Why article on Neuralink and the brain: https://waitbutwhy.com/2017/04/neuralink.html Segments: 00:00 Introduction 00:39 Recap of our 2024 Predictions 01:30 Patreon Shoutout and Behind the Scenes 03:10 2025 Predictions 03:38 S&P 500 Prediction 05:40 Magnificent Seven vs Small Caps 07:49 Global Recession Concerns 10:46 Crypto Predictions: Bitcoin vs Chainlink 13:24 AI Domination: Tech Giants 17:05 Largest Tech Acquisition of 2025 23:15 Department of Government Efficiency (DOGE) 26:28 Space Exploration Predictions 29:06 Tesla RoboTaxis in Austin 32:00 Groundbreaking Invention 36:18 Groundbreaking Medical Treatment 39:15 Best and Worst Portfolio Performers 45:20 Investing Resolutions for 2025 57:59 Quantum Computing: The Next Frontier? 01:05:14 Analyzing Two Quantum Computing Companies 01:14:04 Final Thoughts and Advice for Investors
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| E60: Investing for Your Children - A Guide for Parents | 31 Dec 2024 | 00:52:52 | |
The Power of Starting Early: 👨👩👧👦 Why beginning an investment journey for your kids today can lead to life-changing outcomes 💰 How compound interest can turn $20 a week into more than $50,000! Step-By-Step Guide to Getting Started (Today!): 🏦 How to open a tax efficient account ❔ What to invest in 💪 How to resist market noise and stay consistent with your long-term plan Investing as a Family Journey: ☕ Teaching kids about investing using brands they love, like Starbucks, Tesla, or Netflix 🎮 Leveraging tools like Greenlight or Acorns Early to make investing interactive Avoiding Common Pitfalls: ⏳ Why delayed gratification and emotional discipline are essential to investment success 🛑 Insights into avoiding “fear-and-greed” cycles that lead to poor decisions Key Takeaways: ✅ The earlier you start, the bigger the potential ✅ Focus on teaching good habits over chasing market returns ✅ Start Small, Start Now: Even $20 per week can transform into significant savings ✅ Make Investing Relatable: Engage kids with familiar companies and accessible tools ✅ Think Long Term: Patience and consistency are more valuable than market timing 🌴 Thank you for supporting Wall Street Wildlife on Patreon! Your contributions are helping us make the show even better! 🦁 Segments: 00:00 Introduction 00:34 The Importance of Investing for Your Children 01:27 The Power of Compound Interest 04:51 Getting Started: Opening a Brokerage Account 06:00 Investment Options: UK and US 08:57 The Simplicity of Starting Small 11:06 The Importance of Consistency 14:30 Educating Your Children About Money 18:10 Teaching Through Real-Life Examples 24:58 Investing in What You Know 28:37 Developing an Investor's Mindset 30:34 Emotional Discipline in Investing 32:07 Choosing Companies to Invest In 37:50 The Power of Consistent Investing 41:54 Encouraging the Next Generation of Investors 49:21 Practical Steps to Start Investing
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| E51: Are Small Caps Set to Outperform? $GAW $ASTS $RLAY $CHRS | 29 Oct 2024 | 00:49:21 | |
In this week's episode: 🤏 Why small-caps will outperform in 2025 ❌ A horrific, down-in-the-dumps share price does not equal a broken thesis. $CHRS 🧬 The trend is your friend in investing; is biotech an exception? $RLAY 🧑🍳 Badger shares his investment todo list, and explains why he's planning to short $CAVA 📕 Bradford DeLong, Professor of Economics and author of 'Slouching Toward Utopia: An Economic History of the 20th Century' will be a guest on our show in the near future. Read his insightful book to get the most out of our conversation 🎮 Stock Safari: Badger channels his inner nerd and discusses Games Workshop $GAW 🚀 Stock Safari: Monkey pitches AST Space Mobile and the future of cellular connectivity: Space X + Phones $ASTS 🚨🌴Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! 💵The few bucks you won’t miss will help us make the show even better. 🎯All patreon questions get boosted to the top of the queue! Segments: [00:00:00] Introduction [00:10:47] Small Cap Stocks are set to Outperform in 2025 [00:15:54] Coherus is now a Penny Stock [00:18:19] What's Luke's Can't Miss Short Term Trade? [00:23:26] Preview of our Upcoming Guest Interview [00:25:14] Is it Bad for your Health to Add a Biotech Stock in a Downtrend? [00:29:10] Stock Safari - Games Workshop [00:36:59] Stock Safari - AST Space Mobile
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| Podcast #40 - Square deep dive | 25 May 2021 | 00:31:17 | |
Square was founded in 2009, when glass-blower Jim McKelvey found he was unable to complete a sale because he couldn't accept credit cards. He discussed the problem with his friend Jack Dorsey, and they co-founded Square, initially selling a cost-effective mobile phone accessory that allowed small businesses to accept credit card payments. This has since expanded to over 30 products and services for both sellers and consumers. Square is one of our model portfolio stocks, and in this week’s pod we deep dive into the company and discuss recent developments for this fast-growing player in the e-payments space.
The following companies are mentioned in this episode: SQ, INTU, SHOP, MELI, SE, GOOG, APPL, PYPL ----- If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts: LukeTelescope AlbertTelescope | |||
| Podcast #39 - Stock therapy | 18 May 2021 | 00:27:37 | |
Have you become numb from seeing wave after wave of red days in your portfolio? Are you unsure whether it’s the right time to buy or to sell as you’re buffeted by the market? Then maybe it’s time for some stock therapy! After a fantastic start to the year, our model portfolio has turned south, along with the majority of high-growth stocks as investors run to the 'safe haven' of value stocks. In this week’s pod, we talk about what’s happened to growth stocks in the last few months, the possible reasons why, and more importantly what we can do about it. Long-time listeners will already know the answer, but it feels good to get it all out! (apologies for Luke's fairly terrible audio quality on today's Pod, a rather silly technology error that was overlooked, we'll have to write a checklist for future recording sessions!) ----- If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts: LukeTelescope AlbertTelescope | |||
| Podcast #38 - Unity deep dive | 11 May 2021 | 00:34:30 | |
Unity Software is best known for its game engine, which was used for over 50% of all video games in 2020. But Unity is also used to create over 60% of all VR/AR applications, and is starting to expand into other industries such as automotive, architecture, manufacturing, film, and retail. It’s not just about Pokemon Go! In this week’s pod, we take a deep dive into Unity, and have a fantastic discussion with Karle Kane, the founder of Rainfall Games.
The following companies are mentioned in this episode: U, VUZI, AAPL, FB ----- If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts: LukeTelescope AlbertTelescope | |||
| Podcast #37 - Managing a portfolio | 04 May 2021 | 00:24:39 | |
At Telescope Investing, we believe that individual investors have an advantage over the professionals - they don't have to answer to anyone but themselves, and can more easily invest for the long-term without the need to 'beat their benchmark' every quarter or year. Thinking long-term helps minimise excessive trading, which often results in lower returns, whether it's from trading fees, buy-sell spreads, high short-term capital gains taxes, or more likely missed gains. In this week’s pod, we answer some listener questions on portfolio management and talk about how we approach starting, adding, trimming and sometimes exiting a position. ----- If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts: LukeTelescope AlbertTelescope | |||
| Podcast #36 - Twilio deep dive | 27 Apr 2021 | 00:29:48 | |
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, we deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in our model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space economy.
The following companies are mentioned in this episode: BAND, FB, MessageBird, MSFT, TWLO, UBER ----- If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts: LukeTelescope AlbertTelescope | |||
| Podcast #35 - Gravity with Zippy Capital | 19 Apr 2021 | 00:30:33 | |
We get some fantastic stock suggestions from our listeners and one that has popped up several times is a gaming company called Gravity. Gaming is not a sector we follow closely, so we’re pleased to have Zippy Capital (@zippy_capital) on this week’s podcast to share his insights about this fast-growing publisher of mobile games. Gravity is a South Korean gaming company, and are publishers of games based on the Ragnarok franchise, which is extremely popular in South East Asia. Zippy Capital publishes his analysis on Gravity and other investing topics on his substack and at Seeking Alpha.
The following companies are mentioned in this episode: Sea Limited (SE), Teladoc Health (TDOC), Tencent Holdings (TCEHY), Activision (ATVI), Take-Two Interactive (TTWO). ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope | |||
| Podcast #34 - Hype cycles | 13 Apr 2021 | 00:28:45 | |
It can be exciting to invest in new innovations and it's easy to get carried away with the next big thing. Gartner hype cycles illustrate the typical pattern of new innovation over time, from inception to the peak of inflated expectations, down into the trough of disillusionment, and hopefully up the slope of the enlightenment to the plateau of productivity as the innovation matures. In this week’s pod, we take a look at a few recent hype cycles and talk about some of the innovations that impact our own investments - past, present and future.
The following companies are mentioned in this episode: Facebook (FB), Apple (AAPL), Alphabet (GOOGL), Snap (SNAP), Vuzix (VUZI), Unity (U), CrowdStrike (CRWD), Cloudflare (NET), Fastly (FSLY), Tesla (TSLA), Teladoc Health (TDOC), Magnite (MGNI), The Trade Desk (TTD), IZEA Worldwide (IZEA), 3D Systems (DDD), Stratasys (SYS), ExOne (XONE) ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #33 - Model portfolio Q1 review | 06 Apr 2021 | 00:30:46 | |
It’s been a rocky start of the year for the stock market, especially for growth stocks. Back in January, we picked a portfolio of 15 stocks covering eight megatrends as our core stock investments for 2021. In this week’s episode, we check in with the model portfolio and see how our picks have performed in the first quarter, but more importantly, how the businesses have fared and whether or not the investment theses have changed. The portfolio performance is shared more fully at https://telescopeinvesting.com/podcast-33-model-portfolio-q1-review/. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #32 - Our wildest stock pick so far! Nano-X Imaging | 30 Mar 2021 | 00:27:05 | |
This week we take a deep-dive into another potential hypergrowth stock-pick, Nano-X. This was a fun episode to record, and we both changed our minds twice about whether it was a smart buy or just tantamount to setting our money on fire, during the episode research! Nano-X Imaging promises to make medical imaging more accessible and more affordable for everyone. They have developed a new type of X-ray technology that is smaller, lighter and less expensive to manufacture and operate, and an innovative pay-per-scan business model. However, with no earnings, no sales and as yet, no regulatory approval, is this revolutionary technology too good to be true?
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #31 - Teladoc Health deep dive | 23 Mar 2021 | 00:28:58 | |
This week, we do a deep-dive into another stock in our model portfolio for 2021, Teladoc Health, a leader in telehealth and digital therapeutics. Teladoc’s mission is to create a virtual healthcare system to improve care and cut the cost of healthcare for all. They have grown revenues rapidly over the last three years, boosted in part by the global pandemic, but do they have what it takes to fend off the increasing competition chasing them from the rear?
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| E50: I’m a single mom: How do I start investing? + $META $CLMT $OKLO $HOOD | 22 Oct 2024 | 00:56:28 | |
☢️ $OKLO is up over 150% since Badger put it on his radar a month ago. Is it investable? 🤑 Monkey talks about Robinhood Legend, $HOOD’s new trading platform, its dangers and perks 🦉 We address Patreon Steven’s question about how to get the best investing results and how to create a successful framework. Are 30+ stocks too many? What about valuation? And emerging trends? 🦉 A single mom asks us how to start investing. All single moms and all beginning investors should listen to this! 🤖 Stock Safari: Badger talks about Meta $META AI projects while Monkey throws him some rotten bananas and gets all revolutionary! 🛢️ Stock Safari: Monkey pitches Calumet $CLMT a special situation all about making Sustainable Aviation Fuel at high margins 🚨🌴Welcome to the jungle William S, Barry D, Antony E, and Chris A! 🙏 Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! The few bucks you won’t miss will help us make the show and your investing returns better, plus all patreon questions get boosted to the top of the queue! Sources mentioned: Calumet Department of Energy 1.4 Billion loan: https://www.energy.gov/lpo/articles/lpo-announces-conditional-commitment-montana-renewables-significantly-expand-us Segments: [00:00:00] Introduction [00:01:36] Is OKLO Actually Uninvestable? [00:07:31] Robinhood Legend [00:14:42] How Do You Find The Best Investment Ideas? [00:21:13] How Do I Get Started Investing? [00:32:44] Send Us Your Questions! [00:33:19] Stock Safari - META [00:44:38] Safari Stock - Calumet $CLMT
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| Podcast #30 - What we don't invest in | 16 Mar 2021 | 00:26:21 | |
When investing in individual stocks, it helps if the companies that you choose align with your interests and your values. This week, Luke and Albert talk about some of the businesses that they prefer not to invest in, and the reasons why.
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #29 - Our first hypergrowth stock, CuriosityStream | 09 Mar 2021 | 00:32:54 | |
This week, we begin our search for hypergrowth stocks, smallcap and microcap companies with the potential of delivering 10X returns or higher. We set out some thoughts on the criteria we'll use in this search, and deep-dive a new player in the megatrend of streaming entertainment, CuriosityStream, as a potential hypergrowth stock.
The tremendous growth, low market cap, and early penetration of their total addressable market makes CuriosityStream a strong candidate for a Telescope Investing hypergrowth stock. Take a listen to today's episode to hear whether we picked it for our own portfolios. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #28 - Cloudflare vs Fastly | 02 Mar 2021 | 00:28:08 | |
With mobile devices, connected homes, connected vehicles, the internet of things, and 5G networks, our demand for data is growing rapidly year-over-year, requiring ever-increasing speed, reliability and security. In this week's Pod, we put two fast-growing content delivery networks, Cloudflare and Fastly, head-to-head to decide which one is the better investment right now. Cloudflare and Fastly are both leading the evolution of edge computing, bringing not only data but processing closer to the end-users. Having computing resources at the edge improves latency and speeds, enabling new applications such as connected autonomous vehicles and cloud gaming. Cloudflare has over 200 points of presence (PoPs) in over 100 countries, putting 99% of the connected population within 100ms of the edge. While Fastly has 60 PoPs in 26 countries with their ultra-high-performance technology. The total addressable market is estimated to reach $117B by 2025, as both companies expand out of their content delivery origins into edge computing and network security. With annual revenues of $300M-$400M, there's a lot of runway for both companies to continue to grow. Both Cloudflare and Fastly have rich valuations, but Cloudflare is currently priced significantly higher. Does Cloudflare’s business performance justify this difference or is Fastly a relative bargain? ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope For useful further reading see: https://softwarestackinvesting.com/fastly-fsly-q1-2020-earnings-results-review/ | |||
| Podcast #27 - Investing in Asia | 23 Feb 2021 | 00:28:06 | |
In response to a listener question, this week we discuss investing in Hong Kong and Asia. Albert shares his approach to finding and researching local stocks as a non-native speaker, and highlights some of the key megatrends that driving his Asia investments. We also review a number of Hong Kong and China companies, as Luke begins to plan his own investments in the region.
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope References: This week Luke read RESET: How to Restart Your Life and Get F.U. Money by David Sawyer | |||
| Podcast #26 - The Telescope Investing Principles | 16 Feb 2021 | 00:27:22 | |
This week, we take a step back and look at how we manage our own stock portfolios, distilling out the principles that have allowed us to achieve market-beating returns over the long-term. We believe it boils down to three primary skills - your ability to manage your temperament, your ability to manage your portfolio as a whole, and finally your ability to choose good quality companies. Managing yourself Avoid emotional investing and acting on impulse, whether it’s from greed or fear. Have a plan and respond to market conditions accordingly Be humble and realise you can't know everything when it comes to an investment. Collaborate and share your thinking, and be open to challenge. Don’t get too proud of yourself over your winners, or too despondent over your losers - learn and move on Invest in a way that allows you to sleep at night and have peace of mind. The point of investing is to be free of money worries, not to be the cause of them Managing your portfolio The key to balancing risk and reward is how you allocate your portfolio across different asset classes, different sectors and different stocks Diversify your stocks across different sectors, market caps and where possible, geographical revenues, and yet don’t have so many stocks that your portfolio starts to resemble an index A particular investment is not suitable for everyone. Structure your portfolio based on your financial goals and your appetite for risk, not someone else’s Managing your stocks Do your own due diligence! Understand what you’re investing in, and build conviction in the companies that you own. You're investing in companies not trading in tickers Invest in the companies whose mission you love and want to support with your investment $. It’s easier to stay the course when your portfolio is aligned with your values and interests Use a framework to assess companies and businesses objectively, so that you can maximise your chances of identifying the winners of the future ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope References: We really like AdventuresinFI's framework for considering whether you should sell an investment, available at: https://adventuresinfi.substack.com/p/on-discipline-and-process | |||
| Podcast #25 - Magnite deep dive | 09 Feb 2021 | 00:31:20 | |
Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could target their spend, and viewers at home could see different adverts depending on their interests? In this week’s episode, Luke & Albert talk about programmatic advertising, and deep dive into a fast-growing player in this space, Magnite.
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #24 - Risky investments | 02 Feb 2021 | 00:29:30 | |
Short-selling and options trading have been in the news over the past few weeks, with stories of everyday investors making fortunes, but what do these terms mean, and should we be doing this ourselves? In this week’s episode, Luke and Albert talk about some alternative investments, and the potential calamitous damage they could pose to the life savings of an unprepared investor. They also have a chat about investing outside your home country, to access potential higher growth opportunities.
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #23 - Model portfolio 2021 | 26 Jan 2021 | 00:30:42 | |
This week, Luke and Albert complete their model portfolio for 2021 with the final eight stocks, announcing their picks for the megatrends of biotech, digital transformation, flexible workforce and multichannel marketing. The model portfolio contains the stocks that they will be invested in over the coming year, so it's time to put the chips on the line!
The guys also goggle at the madness of the Gamestop drama going down at r/wallstreetbets. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #22 - Model portfolio first half | 19 Jan 2021 | 00:24:11 | |
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor - what to do when one of your stocks grows to become an oversized position within your portfolio! ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #21 - Model portfolio kick-off | 13 Jan 2021 | 00:21:25 | |
In today's podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market-beating returns this year and beyond. In this kick-off episode, they consider the megatrends that are likely to shape the world around us for the years ahead, and decide what proportion of the portfolio they would like to devote to each of them. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| E49: Tesla's Robotaxi Event - 10/10 or Flop, And Should You Buy, Sell, Or Hold? | 14 Oct 2024 | 00:41:58 | |
Vaporware or Vision? We dissect Tesla's 10/10 Cybercab event (that's a date, not a score!) and debate if it lived up to the hype. Was it a Muskian inside joke at shareholder expense? We tackle the tough questions: * Did Waymo already beat Tesla to the autonomous driving punch? * Why wasn't Optimus the AI breakthrough we hoped for (and why it might not matter)? * What are the likely real economics of being a robotaxi shepherd? Is it the cash cow Musk claims? * And ultimately...how much $TSLA should you own after this reveal? Tune in for our no-hype analysis! Segments: [00:00:00] Introduction [00:01:58] Luke's Pre-Event Predictions [00:05:46] Has Waymo Beaten Tesla To The Punch? [00:11:16] How Much Tesla Should You Own? [00:18:57] What Was Good About The Robotaxi Event? [00:25:29] Is Musk Making An Inside Joke At Shareholder's Expense? [00:30:32] What's A Ride In The Cybercab Actually Like? [00:32:37] The (Likely) Economics Of Cybercab Ownership
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| Podcast #20 - 2020 model portfolio review | 06 Jan 2021 | 00:36:46 | |
At Telescope Investing, we believe that the journey to building wealth and financial independence is actually pretty straight-forward. It’s really not much more complicated than finding good quality companies, that are operating in growth areas, and investing in them for a long time. Last July we created a ‘model portfolio’, our best ideas for new investment at that time. In the five months since inception, it’s generated a 40% return. Over the same period, the S&P 500 has returned 16.5%. In the first episode of the new year, we review the model portfolio in-depth, and to try to understand why it’s done so well. We walk through the stocks we included, explain why we chose them, but more importantly we discuss the principles that guided us as we designed the portfolio. The year-end position for the model portfolio is detailed at the Telescope Investing website: https://telescopeinvesting.com/podcast-20-2020-model-portfolio-review/ ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #19 - Our biggest investing mistakes | 29 Dec 2020 | 00:31:40 | |
We all make mistakes, and some mistakes hit your wallet as well as your pride. For the last episode of the year on the Telescope Podcast, Luke and Albert invite you to chuckle at their expense as they talk about some of their biggest financial mistakes, not only in investing but also in life.
In this week's episode, we also take a look at a company suggested by one of our listeners, Quantafuel, a company tackling the huge problem of plastic waste in an innovative way. Is this the next growth sector in the fight against climate change and environmental harm? ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #18 - Our most significant trades of 2020 | 22 Dec 2020 | 00:27:48 | |
The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them.
----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #17 - Our favourite investing resources | 14 Dec 2020 | 00:17:33 | |
Luke and Albert use this week’s episode to share some of the resources they use to find new investment trends and opportunities, and track and manage their investments. The following resources are mentioned on the show. Books https://www.goodreads.com/book/show/25465101-a-wealth-of-common-sense https://www.goodreads.com/book/show/41881472-the-psychology-of-money https://www.goodreads.com/book/show/1202.Freakonomics https://www.goodreads.com/book/show/70420.The_Undercover_Economist https://www.goodreads.com/book/show/38820046-21-lessons-for-the-21st-century https://www.goodreads.com/book/show/11468377-thinking-fast-and-slow Websites https://www.collaborativefund.com/blog/ https://softwarestackinvesting.com/ https://twitter.com/TMFStoffel https://twitter.com/BrianFeroldi https://twitter.com/morganhousel Podcasts https://slate.com/podcasts/slate-money https://www.npr.org/podcasts/510289/planet-money/ https://linktr.ee/allinpodcast ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #16 - Plant-based meat | 08 Dec 2020 | 00:28:50 | |
Advances in food technology are allowing us to feed a growing population more efficiently and sustainably, and one innovation that has appeared in recent years is plant-based meat. In this week’s episode, Luke & Albert talk about the tailwinds behind the growth in the plant-based meat industry, and look at two companies leading the movement: Beyond Meat and Green Monday. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #15 - Is Kahoot! a 100 bagger? | 01 Dec 2020 | 00:26:37 | |
Last week, we invited listeners to suggest a company that could be a 100-bagger of the future for us to discuss on the podcast. Out of all the suggestions, one stood out with its vision, scope, and growth potential, and that company is Kahoot! On this week's episode, we take a deep-dive into Kahoot!, looking at what they do, how they began, and where the company could go from here - is Kahoot! a potential 100-bagger of the future? We would like to thank one of our listeners, Jens, for this fantastic investment idea. A copy of Chris Mayer's book is on its way to Denmark to thank him for his winning 100-bagger suggestion! ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #14 - 100 baggers | 24 Nov 2020 | 00:25:13 | |
If you'd invested $1,000 in Amazon at its IPO in 1997, your shares would now be worth over $2,000,000. Investing in the right companies can result in life-changing returns, but how do you find those companies? In this week’s episode, Luke & Albert take a look at Christopher Mayer’s book, '100 Baggers', and discuss some of the core principles of finding extreme growth companies You can buy Chris' book here: Amazon UK Amazon US We're also doing a book giveaway in the episode, listen to the end to find out how to win. You can email us at feedback@telescopeinvesting.com. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #13 - Investing in biomedicine | 17 Nov 2020 | 00:29:37 | |
News about vaccines for COVID-19 is coming out thick and fast, and we could have the global pandemic in our rearview mirror before too long. In this week’s episode, Luke & Albert talk about how the vaccines could affect markets and follow up with a discussion on the megatrend of biomedicine. Recent advances in genetics such as CRISPR have the potential to deliver amazing new treatments for many incurable conditions, and the guys discuss some of the companies working on these life-changing therapies and consider whether they're worth investment ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #12 - Investing for your children | 10 Nov 2020 | 00:28:14 | |
In this week’s episode, Luke & Albert discuss the important topic of investing for your children, and teaching them about money from an early age. They're joined on the podcast by a special guest, Ramesh, to hear how he's building a strong financial foundation for his three boys, taking advantage of tax-efficient savings options that will hopefully avoid them needing to depend on the 'bank of mum and dad' when they fly the nest ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #11 - Alternatives to Amazon | 03 Nov 2020 | 00:35:31 | |
After Amazon announced another record quarter last week, it's easy to forget that there are other companies helping the world to shop online. In this week’s episode, Luke and Albert take a look at four other e-commerce companies experiencing the tailwinds of online shopping during the coronavirus pandemic, and consider their prospects going forward ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| E48: America Is Broke, How Could It Affect You? + Nintendo $NTDOY & $Anduril | 08 Oct 2024 | 00:59:56 | |
🚨🌴Welcome to the jungle Debra F and Sam G! With a special shout-out to our first Team Monkey patreon, Bruce B! 🍌 Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing who’s committed to being in our inner circle of trusted investors and jungle beasties. 🍌The few bucks you won’t miss will help us make the show and your investing returns better. All patreon questions get boosted to the top of the queue! In this week's episode: ☕️🦖 Badger discusses his support for anti-fraud exposer @Coffeezilla 🚫💰 If America was a company, would you invest in it? Or would you look at its balance sheet and say, hmmm, $36 Trillion in debt seem like an awful lot… 🧐 👑🌴 Monkey is in bad shape with only a few weeks left in the first round of the King of the Jungle Portfolio challenge. But it ain’t over ‘til its over, especially if Eos $EOSE 🔋can orchestrate a short squeeze. Monkey explains ‼️🚨 Monkey adds more to his oversized Coherus Biosciences $CHRS position using a limit order and Relay Therapeutic $RLAY, using valuation as his measuring stick 🦁Stock Safari: Listen to Krzysztof pitch Nintendo $NTDOY 👾🎮 based on his experience with Activision $ATVI and Take-Two $TTWO. Is Nintendo a future Apple $AAPL in the making? 🦁Stock Safari: Luke pitches a private military equipment 🪖 and software company $Anduril and explains the extra risks of private investing Send us your questions and comments on youtube.com/@WallStreetWildlife and patreon.com/wallstreetwildlife Sources mentioned: Coffeezilla: https://www.youtube.com/channel/UCFQMnBA3CS502aghlcr0_aw Is America Broke? https://www.appeconomyinsights.com/p/how-america-spends-money Segments: [00:00:00] Introduction [00:06:05] America's Broke And It Could Affect You! [00:16:48] King Of The Jungle - The Final 25 Days [00:23:06] Biotech Bravery - Betting Big and Bold on Coherus and Relay Therapeutics [00:29:42] Stock Safari - Level Up with Nintendo, the Princess is in this Castle! [00:38:36] Will Tesla's Robotaxi Event Be A 10/10? [00:42:38] Anduril - Why Luke's Trying to Buy this Defense Tech Start Up
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| Podcast #10 - Dividend debate | 27 Oct 2020 | 00:25:56 | |
In this week’s episode, Luke and Albert debate the merits of owning dividend vs growth stocks. With differing viewpoints, they present their cases for and against dividends, and somehow someone brings up the subject of vegan sausage rolls. No Trump mute button was needed during this debate! ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #9 - Fiverr deep dive | 20 Oct 2020 | 00:26:14 | |
Fiverr is an online marketplace connecting freelancers with clients, and its stock price has rocketed since the start of the coronavirus pandemic. In this week’s episode, Luke and Albert dive into Fiverr’s business to see if it is worth considering as a good long-term investment ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #8 - Investing in the trend of mobile working | 12 Oct 2020 | 00:22:25 | |
Working from home has been one of the hallmarks of the Coronacomony, but the nature of work was already changing. In this week’s episode, Luke & Albert talk about the drivers and the impacts of an increasingly mobile workforce and share their stock tips for this megatrend ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #7 - Managing your emotions when investing | 05 Oct 2020 | 00:22:33 | |
Luke & Albert discuss the challenge of keeping your cool during times of high market volatility and they provide some practical advice on how to manage your emotions and avoid costly investing mistakes ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #6 - Datadog deep dive | 28 Sep 2020 | 00:27:02 | |
In this week's episode, Luke & Albert deep dive into Datadog ($DDOG), a 'software as a service' company providing monitoring for cloud-scale applications. The guys use all of the telescope lenses to decide whether this is a good investment at the current valuation ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #5 - Alternatives to Tesla | 21 Sep 2020 | 00:31:20 | |
Ahead of Tesla battery day on 22nd Sep, Luke and Albert give their perspective on the renewable energy sector overall. If Tesla's rich valuation and wild volatility is proving to be too much for you right now, the guys share several other investment opportunities for your consideration. Luke also gives his perspective on last week's Snowflake IPO, and Albert gives the dolphins some love. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #4 - How to find winning companies | 15 Sep 2020 | 00:27:12 | |
In this week's episode of the Telescope Podcast, Albert and Luke discuss some of the attributes of the world's greatest companies, and how these can be used as lenses when you're searching for great new investment opportunities ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #3- Strategic investing & electronic payments | 08 Sep 2020 | 00:33:29 | |
In this week's episode of the podcast, Luke & Albert give another perspective on strategic investing, and Albert shares his research on the investing mega-trend of Electronic Payments ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #2 - Investing in megatrends | 31 Aug 2020 | 00:17:48 | |
Luke and Albert discuss why they invest in megatrends and bring the topic to life with a discussion about autonomous vehicles. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| Podcast #1 - Advice for a new investor (forgive the rough first episode!!) | 24 Aug 2020 | 00:26:11 | |
Luke and Albert give a bit of background on their own investment philosophy and track record, and provide some advice for a new investor just starting out in the markets. This is a bit of a prototype episode folks, it's very very rough, we'll aim to update the material at some point in the future! ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at | |||
| E47: Opportunity Costs in Investing, $EXAS and $TMDX | 01 Oct 2024 | 00:41:21 | |
🚨🌴Welcome to the jungle Paul and Steven P! Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing who’s committed to being in our inner circle of trusted investors and jungle beasties. 🍌The few bucks you won’t miss will help us make the show and your investing returns better. And all patreon questions get boosted to the top of the queue for podcast chat! In this week's episode: 📉 Badger discusses his Chinese investments including $JD and $BAIDU, making Monkey appear like a savant 💋 Keep it Simple Stupid: why one solid principle can save you from having to make two hundred hard future decisions 📬 Question from our new patreon Steven about opportunity costs. We discuss $TDOC and $RLAY and why what you paid for a stock should not influence whether to sell it! 🦁 Listeners help us name our stock exploration segment the Stock Safari, kinda obvious in hindsight! 🦀 Krzysztof pitches $EXAS as a safe(r) biotech company helping you avoid unpleasant colonoscopies at the doctor’s office 💖 Luke pitches Transmedics $TMDX a fascinating organ transplant company that has two sides to its business Sources mentioned: Portseido: https://www.portseido.com/?fpr=lukehallard Transmedics IR: https://investors.transmedics.com/ Exact Sciences IR: https://investor.exactsciences.com/ Segments: [00:00:00] Introduction [00:01:23] Are Luke's China Investments Getting Bailed Out? [00:08:43] Opportunity Costs of Not Selling [00:25:02] Stock Safari - Exact Sciences $EXAS [00:30:43] Stock Safari - Transmedics $TMDX --- Please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. If you're enjoying the show and want to support us in creating even more valuable content, head over to http://patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle. Find your investing animal and show us some love.
http://x.com/7LukeHallard http://x.com/7FlyingPlatypus Wall Street Wildlife is also on Instagram @wallstreetwildlife. --- Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns --- investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies | |||
| E46: Stocks on Our Radar - $OKLO & $SPHR + How to Invest Your First $1,000 | 26 Sep 2024 | 00:54:25 | |
In a brand new segment, we each pitch a stock that's on our radar: ⚡️ Luke looks at Oklo $OKLO, pioneering next-generation nuclear power plants, and with a close relationship to OpenAI ⚪️ Krzysztof thinks bananas are to be made in Sphere Entertainment $SPHR, a best in class venue located in the entertainment capital of the world, Las Vegas Find us online and vote for your 'most interesting watchlist idea'! This week we also deep dive into a crucial question 📬 from one of our listeners: “I have $1,000 to invest — how do I get started?” In the midst of answering, we get into a fur-flying scrappy brawl about the merit — or lack-thereof — of buying one share of a market tracker like $SPY. Monkey says “it’s a quick way of seeing how the market has performed during your investing career”, while Badger’s claws look for blood out of the needless complexity. There's much investing wisdom here, so beginners take heed and ask us follow-up questions on X or YouTube. 🌴Welcome to the jungle Paul, Bruce B. and Paolo M! Thank you for supporting Wall Street Wildlife on Patreon: https://www.patreon.com/wallstreetwildlife We love seeing who’s committed to being in our inner circle of trusted investors, and the few bucks you won’t miss will help us make the show and your investing returns better. Sources: https://companiesmarketcap.com/assets-by-market-cap Segments: [00:00:00] Introduction [00:03:49] How Would A Beginner Invest $1,000? [00:12:08] (random sidebar argument) [00:17:12] (back to the original question!) [00:38:19] Luke's Radar Stock - OKLO [00:44:23] Krzysztof's Radar Stock - SPHR
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| E45: Heartbreak, Ugly Ducklings, and the Economic History of the 20th Century + $CHRS | 17 Sep 2024 | 00:46:44 | |
This week's episode of Wall Street Wildlife kicks off on a somber note as Krzysztof shares the heartbreaking loss of his beloved dog, Bunk. It's a poignant reminder that investing is ultimately about creating the freedom to spend precious time with those we love. Every moment counts. Buckle up though, in this episode we also dive into the wild world of "ugly duckling" investments – those overlooked companies with the potential to transform into magnificent swans. We'll explore the contrasting views of Warren Buffett and a successful microcap investor, highlighting the risks and rewards of both, and why either strategy can deliver market beating returns. We take another hard look at one of Krzysztof's ducklings, Coherus BioSciences, a company now navigating supply chain disruptions on top of its already myriad risks. We'll analyze the impact on its stock price and discuss the potential implications for investors. Plus, Luke is now a shareholder, so that's double trouble! But that's not all! We also touch on the upcoming U.S. election and how understanding the contrasting economic philosophies of the candidates could help you make informed investment decisions. We preview our upcoming conversation with Professor Bradford Delong, author of Slouching Towards Utopia: An Economic History of the Twentieth Century. And finally, we're thrilled to announce the launch of our Patreon page! If you're enjoying the show and want to support us in creating even more valuable content, head over to patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle.
So, are you ready to become a beast of an investor? Join us for this week's wild ride!
Sources mentioned: Professor Bradford DeLong on X: @delong Slouching Towards Utopia Segments: [00:00:00] Introduction [00:08:26] Ugly Ducking Investments [00:17:58] Coherus' Latest Challenges [00:30:24] How to Support this Podcast! [00:37:08] Can Studying History Make Us Better Investors?
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| E44: Luke's Intuitive Surgical Deep Dive | 10 Sep 2024 | 00:25:28 | |
Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this week's podcast, Luke deep dives what makes $ISRG tick, and how it's shaping a better future through technology and innovation! Segments: [00:00:00] Introduction [00:04:15] Intuitive Surgical Deep Dive [00:05:01] Agenda [00:05:50] Intuitive Surgical at a Glance [00:08:24] How Intuitive Surgical is Creating a Better Tomorrow [00:09:55] "Robots and Blades" Business Model [00:11:03] Competitive Edge [00:12:59] Tesla Driving Miles [00:15:45] Financials - Income Statement [00:17:13] Financials - Balance Sheet [00:18:39] Financials - Cash Flow Statement [00:19:24] Valuation [00:20:29] Investment Conclusion [00:24:11] Wrapping Up
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